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Capital Group Dividend Value ETF

698 hedge funds and large institutions have $19.8B invested in Capital Group Dividend Value ETF in 2025 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 408 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 21

308% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 100

38% more funds holding in top 10

Funds holding in top 10: 86119 (+33)

19% more funds holding

Funds holding: 585698 (+113)

19% more capital invested

Capital invested by funds: $16.7B → $19.8B (+$3.11B)

5% more call options, than puts

Call options by funds: $655K | Put options by funds: $624K

0.49% less ownership

Funds ownership: 75.83%75.35% (-0.49%)

Holders
698
Holders Change
+113
Holders Change %
+19.32%
% of All Funds
8.49%
Holding in Top 10
119
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+38.37%
% of All Funds
1.45%
New
144
Increased
408
Reduced
100
Closed
21
Calls
$655K
Puts
$624K
Net Calls
+$31K
Net Calls Change
+$401K
Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
376
Keystone Financial Group (Kentucky)
Kentucky
$1.94M +$1.91M +44,368 New
NFA
377
Northwest Financial Advisors
Virginia
$1.92M -$49.8K -1,160 -3%
OFS
378
OneAscent Financial Services
Alabama
$1.91M +$12.6K +294 +0.7%
Thrivent Financial for Lutherans
379
Thrivent Financial for Lutherans
Minnesota
$1.91M +$1.87M +43,660 New
AWG
380
Altus Wealth Group
Colorado
$1.89M +$1.25M +29,150 +207%
LF
381
Lantz Financial
Illinois
$1.87M +$5.07K +118 +0.3%
HNWAG
382
High Net Worth Advisory Group
Florida
$1.85M +$357K +8,324 +24%
DAS
383
Diversify Advisory Services
Utah
$1.84M +$1.52M +35,501 +603%
WA
384
Wealth Alliance
New York
$1.84M +$1.81M +42,248 New
BB
385
Burford Brothers
Texas
$1.84M +$404K +9,410 +29%
LA
386
Lynch & Associates
Indiana
$1.84M +$137K +3,193 +8%
SWGC
387
Summit Wealth Group (Colorado)
Colorado
$1.82M +$1.79M +41,774 New
PAS
388
Parsonex Advisory Services
Colorado
$1.82M +$392K +9,119 +28%
CCA
389
Cypress Capital Advisors
Tennessee
$1.75M -$32.1K -747 -2%
RK
390
Rather & Kittrell
Tennessee
$1.75M
SGI
391
Summit Global Investments
Utah
$1.73M +$133K +3,087 +8%
GFG
392
Goldstone Financial Group
Illinois
$1.72M +$257K +5,975 +18%
SCM
393
Saxony Capital Management
Missouri
$1.71M +$952K +22,160 +130%
WCP
394
Wealthcare Capital Partners
Pennsylvania
$1.71M +$257K +5,985 +18%
TWM
395
Trinity Wealth Management
Pennsylvania
$1.69M +$49.6K +1,156 +3%
CMAI
396
Capital Management Associates Inc
Minnesota
$1.67M +$1.65M +38,324 New
TWM
397
Trueblood Wealth Management
Ohio
$1.66M +$154K +3,586 +10%
BAG
398
Bridgewealth Advisory Group
California
$1.65M +$205K +4,771 +14%
DAS
399
DMKC Advisory Services
Iowa
$1.65M +$220K +5,135 +16%
PTC
400
Private Trust Company
Ohio
$1.64M +$276K +6,438 +21%